Wenxin Cao is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining J.P. Morgan in 2019, Cao worked at TD Ameritrade Inc and held roles at the University of Maryland and Regal Bay Investment Group, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Joe Flores is a financial advisor with Equitable Advisors in Plano, TX, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 1999. Flores serves as a director of the Biltmore Swim & Racquet Club Homeowners Association, overseeing its operations and financials on a volunteer basis. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models and third-party asset managers to deliver tailored investment solutions and fiduciary services.

Jason Bardin is a financial advisor with Primerica Advisors in Allen, TX, holding Series 65 and Series 63 licenses and having 19 years of industry experience. He has worked at Primerica Advisors since 2007 and has a background in real estate with Keller Williams Realty Lake Cities from 2014 to 2019. In addition to his advisory role, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Alexander Kopenhaver is a financial advisor with LPL Financial based in McKinney, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at UT Tyler and The Clubs at Prestonwood. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Joseph Williams is a financial advisor with LPL Financial in Plano, TX. He holds Series 63 and Series 66 designations and has 30 years of industry experience, including 21 years with LPL Financial. He has founded and operated businesses under the names Anchor Retirement Services Inc. and Anchor Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management, model portfolios, and research from multiple sources.

Shonda Young is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2011. She has a registered but inactive real estate investing LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Mark Kingsbery Jr. is a financial advisor with Thrivent Investment Management in Allen, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. His career has been primarily with Thrivent since 2017, with prior roles including positions at Arizona State University and Starbucks Coffee Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive written recommendations and the option to integrate planning with managed accounts through its consolidated billing program, WealthPlan.

Julian Kidd is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 credential and 17 years of industry experience. He has worked at notable firms including Bank of America and Merrill Lynch and is involved as an owner and partner in entertainment ventures such as Urban Air Adventure Park. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting, with an emphasis on quantitative modeling and ESG considerations.

Gregory Parks is a Series 66-licensed financial advisor at Edward Jones in Plano, TX, with three years of industry experience. He has taught a six-week online course as an adjunct professor at Dallas Christian College since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and maintaining extensive affiliated capabilities alongside its large network of advisors and branch offices.

Brian Janus is a Senior Financial Advisor with over 25 years of experience, including 20 years at Merrill Lynch Wealth Management. He holds the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp. and a Bachelor's Degree in Business from Miami University in Oxford, Ohio. Brian leads a team that includes Financial Advisors Cindy Chaiten and Harvey Rosenberg, as well as Client Associate Jalen Johnson, dedicated to understanding clients' financial objectives and risk preferences. His expertise covers areas such as business succession, retirement planning, saving for college, and legacy building for multi-generational families and business owners. Brian utilizes his firm's strategic and portfolio resources to address complex financial needs and help clients achieve long-term financial goals. Originally from Cleveland, Brian resides in Chagrin Falls with his wife Sarah, three children, and their French Bulldog, Bear. He has been a CYO Basketball Coach and coaches travel basketball in Chagrin Falls, emphasizing discipline, dedication, and teamwork. Outside of work, Brian enjoys golf, pickleball, fitness, traveling, and basketball.

James Lehman is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, he is involved in product design through his ownership of QuadCycle, LLC, and participates in other business activities related to support services and consumer product development. Ameriprise is an institutional firm that provides retirement-income planning and a broad range of advisory, brokerage, and insurance solutions. Its retirement-income service combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily serving clients with significant investable assets.

Milan Smado is a CFP® and holds a Series 66 license with 18 years of industry experience. He has been with Ameriprise since 2009. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets and manages accounts through a combination of research-driven, algorithm-supported recommendations and personalized advisory support. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Willard Nopper is a financial advisor with Edward Jones in Lucas, TX, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Kurt Reinhold is a financial advisor with LPL Financial in McKinney, TX, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios and research from multiple sources.

Geoffrey Jarocki is a financial advisor at Edward Jones with one year of experience at the firm and eight years in the industry. His prior roles include positions at Eaton Vance/Morgan Stanley and Resolute Investment Distributors, Inc. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

James Keller is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Bank of America, and Merrill. Keller is the owner and president of Financial Educators Network of North Texas, a nonprofit focused on adult financial education and literacy. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm employs advanced asset-allocation tools and provides access to multiple advisory platforms and third-party money managers.

Denise Scharfenberger is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is involved in consulting for The Serial Nester. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by extensive research and model portfolios.

John Hinrichs is a financial advisor with LPL Financial in McKinney, TX, holding a Series 66 designation and with 25 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research and technologies.

Rachel Sampl is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Thrivent Investment Management and has previously worked at firms including Mass Mutual and LPL Enterprise. Her background also includes roles outside finance, such as at Ameristar Casino St. Charles and Carol House Furniture. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a wide range of financial planning topics. The firm provides these services through a network of Financial Advisors without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Sam Thornal II is a CFP®, ChFC®, and holds a Series 66 license with 24 years of experience in the financial services industry. He has been with Ameriprise since 2005, serving in advisory roles for over 18 years. Outside of his advisory work, Thornal is involved in multiple business ventures including ownership and executive roles in companies focused on fire protection, pest control, and kitchen exhaust cleaning. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement planning through a written Recommendation Report and ongoing tax-aware withdrawal strategies. The firm’s approach includes algorithmic tools and third-party research, operating within a defined investment universe influenced by affiliated product offerings.